At SagePoint Financial, you are not just a rep code. We’ve
built our business over the past 40+ years by truly partnering with our
affiliated independent advisors. Our goal is to be more flexible, more nimble,
and more collaborative than any other firm by listening to our advisors.

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About Us

We’re driven — and we know where we’re going. Our scale, our commitment to independence and our decisive thought leadership transform the challenges of an evolving marketplace into opportunities for our dynamic advisor community. That’s what being “in your corner” is all about. And it’s what we’re all about.

All about relationships

Yours is a relationship business, and so is ours. You are
our clients, and that’s how you are treated. Your voice matters and we want to
hear it.

Comprehensive tools and support

As part of one of the nation’s largest independent advisor
networks, we provide the technology, marketing, practice management, and
investment solutions you need to grow your business.

The proof is in our retention

With an advisor retention rate over 98% and an
average tenure of more than 11 years, our advisors speak volumes about our
ability to serve their needs and those of their clients.

Concierge transitions

When you move to SagePoint, a team of transition
professionals will work closely with you to thoroughly plan your transition
process according to your unique requirements.

SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 7,000 affiliated advisors. Our structure allows us to invest significant resources across our network, so advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.